+1,688.1%
KKR vs XPO
+9,022.2%
-7,334.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -0.6% |
| 7D | -2.2% | -0.9% | -1.3% | -2.0% |
| 30D | +0.3% | -8.1% | +8.3% | +2.7% |
| 3M | +8.8% | -19.0% | +27.9% | +15.5% |
| 6M | +14.9% | -5.2% | +20.1% | +15.5% |
| YTD | -17.9% | +35.6% | -53.5% | -26.6% |
| 1Y | -23.7% | +41.1% | -64.8% | -32.9% |
| 3Y | +69.1% | +157.9% | -88.9% | +21.4% |
| 5Y | +72.6% | +265.6% | -193.1% | +8.0% |
| 10Y | +728.2% | +1,516.8% | -788.6% | +250.2% |
| All | +1,688.1% | +9,022.2% | -7,334.1% | +533.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded XPO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling